{"id":7423,"date":"2023-10-22T08:31:50","date_gmt":"2023-10-22T08:31:50","guid":{"rendered":"https:\/\/docs.daftra.com\/user_manual\/%d8%a5%d8%b6%d8%a7%d9%81%d8%a9-%d8%a8%d8%a7%d9%82%d8%a9-%d9%86%d9%88%d8%b9%d9%87%d8%a7-%d8%b4%d8%ad%d9%86-%d8%b1%d8%b5%d9%8a%d8%af-%d9%88%d8%aa%d8%b9%d9%8a%d9%8a%d9%86%d9%87%d8%a7-%d9%84%d9%84%d8%b9\/"},"modified":"2025-03-06T08:50:51","modified_gmt":"2025-03-06T08:50:51","slug":"add-a-recharge-package-and-assign-it-to-clients","status":"publish","type":"user_manual","link":"https:\/\/docs.daftra.com\/en\/user_manual\/add-a-recharge-package-and-assign-it-to-clients\/","title":{"rendered":"Adding a Package of Credit Charge Type and Assigning It to Customers"},"content":{"rendered":"<section class=\"wpb-content-wrapper\"><p>[vc_row][vc_column][vc_column_text css=&#8221;.vc_custom_1698210433667{margin-left: 200px !important;}&#8221;]<\/p>\n<div class=\"group final-completion w-full text-token-text-primary border-b border-black\/10 gizmo:border-0 dark:border-gray-900\/50 gizmo:dark:border-0 bg-gray-50 gizmo:bg-transparent dark:bg-[#444654] gizmo:dark:bg-transparent\" data-testid=\"conversation-turn-517\">\n<div class=\"p-4 gizmo:py-2 justify-center text-base md:gap-6 md:py-6 m-auto\">\n<div class=\"flex flex-1 gap-4 text-base mx-auto md:gap-6 gizmo:gap-3 gizmo:md:px-5 gizmo:lg:px-1 gizmo:xl:px-5 md:max-w-2xl lg:max-w-[38rem] gizmo:md:max-w-3xl gizmo:lg:max-w-[40rem] gizmo:xl:max-w-[48rem] xl:max-w-3xl }\">\n<div class=\"relative flex w-[calc(100%-50px)] flex-col gizmo:w-full lg:w-[calc(100%-115px)] agent-turn\">\n<div class=\"flex-col gap-1 md:gap-3\">\n<div class=\"flex flex-grow flex-col gap-3 max-w-full\">\n<div class=\"min-h-[20px] flex flex-col items-start gap-3 whitespace-pre-wrap break-words overflow-x-auto\">\n<div class=\"markdown prose w-full break-words dark:prose-invert light\">\n<p>Your business may rely on offering a package to your customers or multiple packages, based on topping up their balance with a validity period, and this balance is consumed according to the customer&#8217;s usage. You can create customer packages and track customer consumption through the detailed steps in the article.<\/p>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<p>[\/vc_column_text][vc_custom_heading text=&#8221;How to Add a New Package Type&#8221; font_container=&#8221;tag:h2|font_size:28|text_align:center|color:%2304306b|line_height:2&#8243; use_theme_fonts=&#8221;yes&#8221; css=&#8221;.vc_custom_1698210834883{margin-left: 200px !important;background-color: #f6f9fc !important;border-radius: 4px !important;}&#8221;][vc_column_text css=&#8221;.vc_custom_1698211166714{margin-left: 200px !important;}&#8221;]<\/p>\n<div class=\"group final-completion w-full text-token-text-primary border-b border-black\/10 gizmo:border-0 dark:border-gray-900\/50 gizmo:dark:border-0 bg-gray-50 gizmo:bg-transparent dark:bg-[#444654] gizmo:dark:bg-transparent\" data-testid=\"conversation-turn-521\">\n<div class=\"p-4 gizmo:py-2 justify-center text-base md:gap-6 md:py-6 m-auto\">\n<div class=\"flex flex-1 gap-4 text-base mx-auto md:gap-6 gizmo:gap-3 gizmo:md:px-5 gizmo:lg:px-1 gizmo:xl:px-5 md:max-w-2xl lg:max-w-[38rem] gizmo:md:max-w-3xl gizmo:lg:max-w-[40rem] gizmo:xl:max-w-[48rem] xl:max-w-3xl }\">\n<div class=\"relative flex w-[calc(100%-50px)] flex-col gizmo:w-full lg:w-[calc(100%-115px)] agent-turn\">\n<div class=\"flex-col gap-1 md:gap-3\">\n<div class=\"flex flex-grow flex-col gap-3 max-w-full\">\n<div class=\"min-h-[20px] flex flex-col items-start gap-3 whitespace-pre-wrap break-words overflow-x-auto\">\n<div class=\"markdown prose w-full break-words dark:prose-invert light\">\n<p>Each package has a credit type or unit for distinction. For example, the credit type for internet packages might be in megabytes, while the credit type for transportation packages would be a monetary amount. Therefore, make sure to add an appropriate credit type for the new package before adding the package type to the system.<\/p>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<p>[\/vc_column_text][vc_column_text css=&#8221;.vc_custom_1698212224513{margin-left: 200px !important;}&#8221;]<\/p>\n<div class=\"group final-completion w-full text-token-text-primary border-b border-black\/10 gizmo:border-0 dark:border-gray-900\/50 gizmo:dark:border-0 bg-gray-50 gizmo:bg-transparent dark:bg-[#444654] gizmo:dark:bg-transparent\" data-testid=\"conversation-turn-527\">\n<div class=\"p-4 gizmo:py-2 justify-center text-base md:gap-6 md:py-6 m-auto\">\n<div class=\"flex flex-1 gap-4 text-base mx-auto md:gap-6 gizmo:gap-3 gizmo:md:px-5 gizmo:lg:px-1 gizmo:xl:px-5 md:max-w-2xl lg:max-w-[38rem] gizmo:md:max-w-3xl gizmo:lg:max-w-[40rem] gizmo:xl:max-w-[48rem] xl:max-w-3xl }\">\n<div class=\"relative flex w-[calc(100%-50px)] flex-col gizmo:w-full lg:w-[calc(100%-115px)] agent-turn\">\n<div class=\"flex-col gap-1 md:gap-3\">\n<div class=\"flex flex-grow flex-col gap-3 max-w-full\">\n<div class=\"min-h-[20px] flex flex-col items-start gap-3 whitespace-pre-wrap break-words overflow-x-auto\">\n<div class=\"markdown prose w-full break-words dark:prose-invert light\">\n<p>To add a new package type, click on the &#8220;<strong>Manage Packages<\/strong>&#8221; option under the &#8220;<strong>Points<\/strong> <strong>and<\/strong> <strong>Credits<\/strong>&#8221; dropdown menu in the main menu, and then click on the &#8220;<strong>New<\/strong> <strong>Package<\/strong>&#8221; button.<\/p>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<p><b><a href=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/10\/Screenshot-1.png\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-7425 size-full\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/10\/Screenshot-1.png\" alt=\"\" width=\"1366\" height=\"608\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/10\/Screenshot-1.png 1366w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/10\/Screenshot-1-300x134.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/10\/Screenshot-1-1024x456.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/10\/Screenshot-1-768x342.png 768w\" sizes=\"auto, (max-width: 1366px) 100vw, 1366px\" \/><\/a><\/b>Enter the required information:<\/p>\n<ul>\n<li>Name: Enter the name of the package you want to add.<\/li>\n<li>Type: It can either be a balance top-up or a membership. Here, we choose balance top-up.<\/li>\n<\/ul>\n<p>[\/vc_column_text][vc_column_text css=&#8221;.vc_custom_1698213210442{margin-left: 200px !important;}&#8221;]<\/p>\n<ul>\n<li aria-level=\"1\"><strong>Status<\/strong>: Choose from the dropdown menu whether it&#8217;s active or inactive if you want to disable the package.<\/li>\n<\/ul>\n<ul>\n<li aria-level=\"1\"><strong>Price<\/strong>: Enter the subscription price for the specified period.<\/li>\n<\/ul>\n<ul>\n<li aria-level=\"1\"><strong>Period<\/strong>: Select the package&#8217;s period and renewal time. For example, it could be a monthly balance and package subscription that renews monthly or every three months, annually, weekly, etc.<\/li>\n<\/ul>\n<ul>\n<li aria-level=\"1\"><strong>Description<\/strong>: If you want to include any information about the package that employees and authorized clients can access in the system.<\/li>\n<\/ul>\n<ul>\n<li aria-level=\"1\"><strong>Balance Types<\/strong>: Add the appropriate balance type for the package from the pre-defined system balance types, as well as the balance value.<\/li>\n<\/ul>\n<div class=\"group w-full text-token-text-primary border-b border-black\/10 gizmo:border-0 dark:border-gray-900\/50 gizmo:dark:border-0 bg-gray-50 gizmo:bg-transparent dark:bg-[#444654] gizmo:dark:bg-transparent\" data-testid=\"conversation-turn-533\">\n<div class=\"p-4 gizmo:py-2 justify-center text-base md:gap-6 md:py-6 m-auto\">\n<div class=\"flex flex-1 gap-4 text-base mx-auto md:gap-6 gizmo:gap-3 gizmo:md:px-5 gizmo:lg:px-1 gizmo:xl:px-5 md:max-w-2xl lg:max-w-[38rem] gizmo:md:max-w-3xl gizmo:lg:max-w-[40rem] gizmo:xl:max-w-[48rem] xl:max-w-3xl }\">\n<div class=\"relative flex w-[calc(100%-50px)] flex-col gizmo:w-full lg:w-[calc(100%-115px)] agent-turn\">\n<div class=\"flex-col gap-1 md:gap-3\">\n<div class=\"flex flex-grow flex-col gap-3 max-w-full\">\n<div class=\"min-h-[20px] flex flex-col items-start gap-3 whitespace-pre-wrap break-words overflow-x-auto\">\n<div class=\"markdown prose w-full break-words dark:prose-invert light\">\n<p>Click the &#8220;<strong>Save<\/strong>&#8221; button.<\/p>\n<p>&nbsp;<\/p>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<p><a href=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/10\/Screenshot-2.png\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-7427 size-full\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/10\/Screenshot-2.png\" alt=\"\" width=\"1192\" height=\"538\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/10\/Screenshot-2.png 1192w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/10\/Screenshot-2-300x135.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/10\/Screenshot-2-1024x462.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/10\/Screenshot-2-768x347.png 768w\" sizes=\"auto, (max-width: 1192px) 100vw, 1192px\" \/><\/a>[\/vc_column_text][vc_message message_box_style=&#8221;3d&#8221; message_box_color=&#8221;alert-warning&#8221;]Charging and consuming the credit are done according to the type of credit used and the units available to the customer, not according to the package price.<\/p>\n<p>In other words, if it&#8217;s an internet package, the credit type is &#8220;<strong>megabytes<\/strong>,&#8221; and its price is 100 riyals, with a credit value of 600 megabytes, the credit consumption is calculated according to the consumption of megabytes.[\/vc_message][vc_custom_heading text=&#8221;Assign a Credit Charge Package to a Customer&#8221; font_container=&#8221;tag:h2|font_size:28|text_align:center|color:%2304306b|line_height:2&#8243; use_theme_fonts=&#8221;yes&#8221; css=&#8221;.vc_custom_1699942803520{margin-left: 200px !important;background-color: #f6f9fc !important;border-radius: 4px !important;}&#8221;][vc_column_text css=&#8221;.vc_custom_1741180595733{margin-left: 200px !important;}&#8221;]<\/p>\n<div class=\"group final-completion w-full text-token-text-primary border-b border-black\/10 gizmo:border-0 dark:border-gray-900\/50 gizmo:dark:border-0 bg-gray-50 gizmo:bg-transparent dark:bg-[#444654] gizmo:dark:bg-transparent\" data-testid=\"conversation-turn-541\">\n<div class=\"p-4 gizmo:py-2 justify-center text-base md:gap-6 md:py-6 m-auto\">\n<div class=\"flex flex-1 gap-4 text-base mx-auto md:gap-6 gizmo:gap-3 gizmo:md:px-5 gizmo:lg:px-1 gizmo:xl:px-5 md:max-w-2xl lg:max-w-[38rem] gizmo:md:max-w-3xl gizmo:lg:max-w-[40rem] gizmo:xl:max-w-[48rem] xl:max-w-3xl }\">\n<div class=\"relative flex w-[calc(100%-50px)] flex-col gizmo:w-full lg:w-[calc(100%-115px)] agent-turn\">\n<div class=\"flex-col gap-1 md:gap-3\">\n<div class=\"flex flex-grow flex-col gap-3 max-w-full\">\n<div class=\"min-h-[20px] flex flex-col items-start gap-3 whitespace-pre-wrap break-words overflow-x-auto\">\n<div class=\"markdown prose w-full break-words dark:prose-invert light\">\n<p>Click on &#8220;<strong>Manage Packages<\/strong>&#8221; under &#8220;<strong>Points and Credit<\/strong>&#8221; in the main menu, then click on &#8220;<strong>Order Package<\/strong>.&#8221;<\/p>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<p><a href=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/10\/Screenshot-5.png\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-7429 size-full\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/10\/Screenshot-5.png\" alt=\"\" width=\"1236\" height=\"607\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/10\/Screenshot-5.png 1236w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/10\/Screenshot-5-300x147.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/10\/Screenshot-5-1024x503.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/10\/Screenshot-5-768x377.png 768w\" sizes=\"auto, (max-width: 1236px) 100vw, 1236px\" \/><\/a><\/p>\n<div class=\"group final-completion w-full text-token-text-primary border-b border-black\/10 gizmo:border-0 dark:border-gray-900\/50 gizmo:dark:border-0 bg-gray-50 gizmo:bg-transparent dark:bg-[#444654] gizmo:dark:bg-transparent\" data-testid=\"conversation-turn-543\">\n<div class=\"p-4 gizmo:py-2 justify-center text-base md:gap-6 md:py-6 m-auto\">\n<div class=\"flex flex-1 gap-4 text-base mx-auto md:gap-6 gizmo:gap-3 gizmo:md:px-5 gizmo:lg:px-1 gizmo:xl:px-5 md:max-w-2xl lg:max-w-[38rem] gizmo:md:max-w-3xl gizmo:lg:max-w-[40rem] gizmo:xl:max-w-[48rem] xl:max-w-3xl }\">\n<div class=\"relative flex w-[calc(100%-50px)] flex-col gizmo:w-full lg:w-[calc(100%-115px)] agent-turn\">\n<div class=\"flex-col gap-1 md:gap-3\">\n<div class=\"flex flex-grow flex-col gap-3 max-w-full\">\n<div class=\"min-h-[20px] flex flex-col items-start gap-3 whitespace-pre-wrap break-words overflow-x-auto\">\n<div class=\"markdown prose w-full break-words dark:prose-invert light\">\n<p>Choose the client from the drop-down menu, then select the package you wish to assign to them, and click the &#8220;<strong>Save<\/strong>&#8221; button.<\/p>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-31196 size-full\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/10\/434343.png\" alt=\"\" width=\"919\" height=\"396\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/10\/434343.png 919w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/10\/434343-300x129.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/10\/434343-768x331.png 768w\" sizes=\"auto, (max-width: 919px) 100vw, 919px\" \/><\/p>\n<div class=\"group final-completion w-full text-token-text-primary border-b border-black\/10 gizmo:border-0 dark:border-gray-900\/50 gizmo:dark:border-0 bg-gray-50 gizmo:bg-transparent dark:bg-[#444654] gizmo:dark:bg-transparent\" data-testid=\"conversation-turn-545\">\n<div class=\"p-4 gizmo:py-2 justify-center text-base md:gap-6 md:py-6 m-auto\">\n<div class=\"flex flex-1 gap-4 text-base mx-auto md:gap-6 gizmo:gap-3 gizmo:md:px-5 gizmo:lg:px-1 gizmo:xl:px-5 md:max-w-2xl lg:max-w-[38rem] gizmo:md:max-w-3xl gizmo:lg:max-w-[40rem] gizmo:xl:max-w-[48rem] xl:max-w-3xl }\">\n<div class=\"relative flex w-[calc(100%-50px)] flex-col gizmo:w-full lg:w-[calc(100%-115px)] agent-turn\">\n<div class=\"flex-col gap-1 md:gap-3\">\n<div class=\"flex flex-grow flex-col gap-3 max-w-full\">\n<div class=\"min-h-[20px] flex flex-col items-start gap-3 whitespace-pre-wrap break-words overflow-x-auto\">\n<div class=\"markdown prose w-full break-words dark:prose-invert light\">\n<p>You will be redirected to the package payment page. You can confirm the payment at that time or cancel the payment confirmation and add it when the client pays the full amount or a partial amount.<\/p>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<p><a href=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/10\/Screenshot-7.png\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-7435 size-full\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/10\/Screenshot-7.png\" alt=\"\" width=\"909\" height=\"606\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/10\/Screenshot-7.png 909w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/10\/Screenshot-7-300x200.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/10\/Screenshot-7-768x512.png 768w\" sizes=\"auto, (max-width: 909px) 100vw, 909px\" \/><\/a>[\/vc_column_text][vc_custom_heading text=&#8221;Tracking the Charging and Usage of Credit Charge Packages&#8221; font_container=&#8221;tag:h2|font_size:28|text_align:center|color:%2304306b|line_height:2&#8243; use_theme_fonts=&#8221;yes&#8221; css=&#8221;.vc_custom_1699942824072{margin-left: 200px !important;background-color: #f6f9fc !important;border-radius: 4px !important;}&#8221;][\/vc_column][\/vc_row][vc_row][vc_column][vc_column_text css=&#8221;.vc_custom_1741251039664{margin-left: 200px !important;}&#8221;]<\/p>\n<div class=\"group final-completion w-full text-token-text-primary border-b border-black\/10 gizmo:border-0 dark:border-gray-900\/50 gizmo:dark:border-0 bg-gray-50 gizmo:bg-transparent dark:bg-[#444654] gizmo:dark:bg-transparent\" data-testid=\"conversation-turn-549\">\n<div class=\"p-4 gizmo:py-2 justify-center text-base md:gap-6 md:py-6 m-auto\">\n<div class=\"flex flex-1 gap-4 text-base mx-auto md:gap-6 gizmo:gap-3 gizmo:md:px-5 gizmo:lg:px-1 gizmo:xl:px-5 md:max-w-2xl lg:max-w-[38rem] gizmo:md:max-w-3xl gizmo:lg:max-w-[40rem] gizmo:xl:max-w-[48rem] xl:max-w-3xl }\">\n<div class=\"relative flex w-[calc(100%-50px)] flex-col gizmo:w-full lg:w-[calc(100%-115px)] agent-turn\">\n<div class=\"flex-col gap-1 md:gap-3\">\n<div class=\"flex flex-grow flex-col gap-3 max-w-full\">\n<div class=\"min-h-[20px] flex flex-col items-start gap-3 whitespace-pre-wrap break-words overflow-x-auto\">\n<div class=\"markdown prose w-full break-words dark:prose-invert light\">\n<p>After confirming the payment, an invoice linked to the package payments is automatically generated.<\/p>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-31202 size-full\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/10\/89678789.png\" alt=\"\" width=\"919\" height=\"609\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/10\/89678789.png 919w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/10\/89678789-300x199.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/10\/89678789-768x509.png 768w\" sizes=\"auto, (max-width: 919px) 100vw, 919px\" \/><\/p>\n<div class=\"group w-full text-token-text-primary border-b border-black\/10 gizmo:border-0 dark:border-gray-900\/50 gizmo:dark:border-0 bg-gray-50 gizmo:bg-transparent dark:bg-[#444654] gizmo:dark:bg-transparent\" data-testid=\"conversation-turn-551\">\n<div class=\"p-4 gizmo:py-2 justify-center text-base md:gap-6 md:py-6 m-auto\">\n<div class=\"flex flex-1 gap-4 text-base mx-auto md:gap-6 gizmo:gap-3 gizmo:md:px-5 gizmo:lg:px-1 gizmo:xl:px-5 md:max-w-2xl lg:max-w-[38rem] gizmo:md:max-w-3xl gizmo:lg:max-w-[40rem] gizmo:xl:max-w-[48rem] xl:max-w-3xl }\">\n<div class=\"relative flex w-[calc(100%-50px)] flex-col gizmo:w-full lg:w-[calc(100%-115px)] agent-turn\">\n<div class=\"flex-col gap-1 md:gap-3\">\n<div class=\"flex flex-grow flex-col gap-3 max-w-full\">\n<div class=\"min-h-[20px] flex flex-col items-start gap-3 whitespace-pre-wrap break-words overflow-x-auto\">\n<div class=\"markdown prose w-full break-words dark:prose-invert light\">\n<p>You can review the payments for credit charges packages from the &#8216;<strong>Credit<\/strong> <strong>Charges<\/strong>&#8216; under &#8216;<strong>Points<\/strong> <strong>and<\/strong> <strong>Credits<\/strong>&#8216; in the drop-down menu.<\/p>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<p><span style=\"font-weight: 400;\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-31225 size-full\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/10\/76890093.png\" alt=\"\" width=\"1292\" height=\"509\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/10\/76890093.png 1292w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/10\/76890093-300x118.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/10\/76890093-1024x403.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/10\/76890093-768x303.png 768w\" sizes=\"auto, (max-width: 1292px) 100vw, 1292px\" \/><\/span><\/p>\n<div class=\"group w-full text-token-text-primary border-b border-black\/10 gizmo:border-0 dark:border-gray-900\/50 gizmo:dark:border-0 bg-gray-50 gizmo:bg-transparent dark:bg-[#444654] gizmo:dark:bg-transparent\" data-testid=\"conversation-turn-553\">\n<div class=\"p-4 gizmo:py-2 justify-center text-base md:gap-6 md:py-6 m-auto\">\n<div class=\"flex flex-1 gap-4 text-base mx-auto md:gap-6 gizmo:gap-3 gizmo:md:px-5 gizmo:lg:px-1 gizmo:xl:px-5 md:max-w-2xl lg:max-w-[38rem] gizmo:md:max-w-3xl gizmo:lg:max-w-[40rem] gizmo:xl:max-w-[48rem] xl:max-w-3xl }\">\n<div class=\"relative flex w-[calc(100%-50px)] flex-col gizmo:w-full lg:w-[calc(100%-115px)] agent-turn\">\n<div class=\"flex-col gap-1 md:gap-3\">\n<div class=\"flex flex-grow flex-col gap-3 max-w-full\">\n<div class=\"min-h-[20px] flex flex-col items-start gap-3 whitespace-pre-wrap break-words overflow-x-auto\">\n<div class=\"markdown prose w-full break-words dark:prose-invert light\">\n<p>For ease of tracking, use the filtering and search tools available on the &#8216;<strong>Credit<\/strong> <strong>Charges<\/strong>&#8216; page, and review the packages based on their status, date, type of balance, or packages related to specific clients.<\/p>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<p><a href=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/10\/Screenshot-10.png\"><span style=\"font-weight: 400;\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-31227 size-full\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/10\/87439032.png\" alt=\"\" width=\"1363\" height=\"604\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/10\/87439032.png 1363w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/10\/87439032-300x133.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/10\/87439032-1024x454.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/10\/87439032-768x340.png 768w\" sizes=\"auto, (max-width: 1363px) 100vw, 1363px\" \/><\/span><\/a><\/p>\n<div class=\"group w-full text-token-text-primary border-b border-black\/10 gizmo:border-0 dark:border-gray-900\/50 gizmo:dark:border-0 bg-gray-50 gizmo:bg-transparent dark:bg-[#444654] gizmo:dark:bg-transparent\" data-testid=\"conversation-turn-555\">\n<div class=\"p-4 gizmo:py-2 justify-center text-base md:gap-6 md:py-6 m-auto\">\n<div class=\"flex flex-1 gap-4 text-base mx-auto md:gap-6 gizmo:gap-3 gizmo:md:px-5 gizmo:lg:px-1 gizmo:xl:px-5 md:max-w-2xl lg:max-w-[38rem] gizmo:md:max-w-3xl gizmo:lg:max-w-[40rem] gizmo:xl:max-w-[48rem] xl:max-w-3xl }\">\n<div class=\"relative flex w-[calc(100%-50px)] flex-col gizmo:w-full lg:w-[calc(100%-115px)] agent-turn\">\n<div class=\"flex-col gap-1 md:gap-3\">\n<div class=\"flex flex-grow flex-col gap-3 max-w-full\">\n<div class=\"min-h-[20px] flex flex-col items-start gap-3 whitespace-pre-wrap break-words overflow-x-auto\">\n<div class=\"markdown prose w-full break-words dark:prose-invert light\">\n<p>When a client consumes a portion of their balance, go to &#8216;<strong>Manage Credit Usage<\/strong>&#8216; under &#8216;<strong>Points and Credits<\/strong>&#8216; in the main menu, and click on &#8216;Add Balance Usage&#8217;.<\/p>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-31229 size-full\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/10\/76890-.png\" alt=\"\" width=\"1366\" height=\"599\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/10\/76890-.png 1366w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/10\/76890--300x132.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/10\/76890--1024x449.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/10\/76890--768x337.png 768w\" sizes=\"auto, (max-width: 1366px) 100vw, 1366px\" \/><\/p>\n<p>Determine the amount of the used balance and click on the &#8216;<strong>Save<\/strong>&#8216; button.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-31231 size-full\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/10\/878990-0.png\" alt=\"\" width=\"1194\" height=\"464\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/10\/878990-0.png 1194w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/10\/878990-0-300x117.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/10\/878990-0-1024x398.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/10\/878990-0-768x298.png 768w\" sizes=\"auto, (max-width: 1194px) 100vw, 1194px\" \/><\/p>\n<div class=\"group final-completion w-full text-token-text-primary border-b border-black\/10 gizmo:border-0 dark:border-gray-900\/50 gizmo:dark:border-0 bg-gray-50 gizmo:bg-transparent dark:bg-[#444654] gizmo:dark:bg-transparent\" data-testid=\"conversation-turn-559\">\n<div class=\"p-4 gizmo:py-2 justify-center text-base md:gap-6 md:py-6 m-auto\">\n<div class=\"flex flex-1 gap-4 text-base mx-auto md:gap-6 gizmo:gap-3 gizmo:md:px-5 gizmo:lg:px-1 gizmo:xl:px-5 md:max-w-2xl lg:max-w-[38rem] gizmo:md:max-w-3xl gizmo:lg:max-w-[40rem] gizmo:xl:max-w-[48rem] xl:max-w-3xl }\">\n<div class=\"relative flex w-[calc(100%-50px)] flex-col gizmo:w-full lg:w-[calc(100%-115px)] agent-turn\">\n<div class=\"flex-col gap-1 md:gap-3\">\n<div class=\"flex flex-grow flex-col gap-3 max-w-full\">\n<div class=\"min-h-[20px] flex flex-col items-start gap-3 whitespace-pre-wrap break-words overflow-x-auto\">\n<div class=\"markdown prose w-full break-words dark:prose-invert light\">\n<p>The client&#8217;s charge screen will appear, showing their detailed consumption and the expiration date of the package.<\/p>\n<p>You can view it whenever you want by clicking on the client&#8217;s name from the &#8216;<strong>Manage Credit Usage<\/strong>&#8216; or &#8216;<strong>Manage Credit Charges<\/strong>&#8216; screens.<\/p>\n<p>&nbsp;<\/p>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-31233 size-full\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/10\/984303432.png\" alt=\"\" width=\"905\" height=\"560\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/10\/984303432.png 905w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/10\/984303432-300x186.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/10\/984303432-768x475.png 768w\" sizes=\"auto, (max-width: 905px) 100vw, 905px\" \/>[\/vc_column_text][\/vc_column][\/vc_row]<\/p>\n<\/section>","protected":false},"author":13,"template":"","categories":[2126,2136,2138],"tags":[4459,4458,4457,4192,4456,2837,2820],"class_list":["post-7423","user_manual","type-user_manual","status-publish","hentry","category-clients","category-points-credits","category-manage-packages","tag-credit-recharge","tag-credit-usage","tag-manage-packages","tag-points-credits","tag-top-up-balance","tag---en"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v17.8 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Adding a Package of Credit Charge Type and Assigning It to Customers - Daftra Knowledge Base<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/docs.daftra.com\/en\/user_manual\/add-a-recharge-package-and-assign-it-to-clients\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Adding a Package of Credit Charge Type and Assigning It to Customers - Daftra Knowledge Base\" \/>\n<meta property=\"og:description\" content=\"[vc_row][vc_column][vc_column_text css=&#8221;.vc_custom_1698210433667{margin-left: 200px !important;}&#8221;] Your business may rely on offering a package to your customers or multiple packages, based on topping up their balance with a validity period, and this balance is consumed according to the customer&#8217;s usage. 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